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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.02B
2
Capital International Investors
2
Capital International Investors
California
$3B
3
Morgan Stanley
3
Morgan Stanley
New York
$4.23B
4
State Street
4
State Street
Massachusetts
$17.7B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$232M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.54B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.74B
3
BlackRock
3
BlackRock
New York
$24.5B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$904M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
2401
Watermark Asset Management
California
$38K – – –
AWMS
2402
Advocacy Wealth Management Services
Georgia
$38K – – –
GTAM
2403
Global Trust Asset Management
Florida
$35K +$6.96K +62 +25%
RBC
2404
Roble Belko & Company
Pennsylvania
$34K – – –
HL
2405
Harding Loevner
New Jersey
$33K – – –
PSC
2406
Prentiss Smith & Co
Vermont
$29K -$587K -5,261 -95%
MFT
2407
Moisand Fitzgerald Tamayo
Florida
$28K – – –
RWG
2408
Regal Wealth Group
California
$28K – – –
BCM
2409
Brasada Capital Management
Texas
$28K +$14.5K +128 +108%
CAGAS
2410
Capital Advisory Group Advisory Services
Minnesota
$27K -$7.78K -68 -22%
PS
2411
Portfolio Strategies
New York
$26K -$55K -493 -68%
WCM
2412
Wealthcare Capital Management
Virginia
$26K -$13.1K -116 -34%
AIL
2413
AGF Investments LLC
Ontario, Canada
$26K -$12.8K -113 -33%
CFD
2414
Creative Financial Designs
Indiana
$23K -$76.6K -693 -77%
SIS
2415
Sound Income Strategies
Florida
$23K +$1.25K +11 +6%
RPG
2416
Risk Paradigm Group
Texas
$22.6K – – –
CIM
2417
Contravisory Investment Management
Massachusetts
$21K -$773K -6,921 -97%
NIA
2418
Northstar Investment Advisors
Colorado
$21K +$555 +239 +3%
TVWM
2419
Tower View Wealth Management
Wisconsin
$19K -$3.33K -30 -15%
LWA
2420
Lowe Wealth Advisors
Maryland
$18K +$923 +8 +5%
CWA
2421
Clarus Wealth Advisors
Arizona
$17K -$1.03K -9 -6%
IF
2422
Ironwood Financial
Arizona
$15K – – –
TWMP
2423
Taylor Wealth Management Partners
Massachusetts
$15K +$15K +134 New
AJ
2424
Ashburton (Jersey)
Jersey
$14K -$4.9K -43,436 -26%
BI
2425
Bramshill Investments
Florida
$13K +$13K +118 New
95 96
97
98 99